US

Report

The Outlook for the U.S. Economy: Employment Weakness, Policy Uncertainty, and Structural Risks

U.S. jobs are slowing, debt risks are rising, and courts challenge Trump’s tariffs. Explore Ray Dalio’s warning of 1930s-style fragility in America’s economy.
Report

Trump’s Intervention in the Federal Reserve: The Cook Dismissal Case and Its Implications

President Trump’s attempt to dismiss Federal Reserve Governor Lisa Cook has ignited a legal battle over the Fed’s independence. Learn how the case, the confirmation of Stephen Miran, and the September FOMC meeting could reshape U.S. monetary policy and market stability.
Report

Trump’s Middle East Strategy: AI and Data Centers as the New Pillars of Geopolitics

Discover how President Trump’s Middle East strategy leverages massive Gulf investments in AI and data centers. From Saudi Arabia’s Humain projects to the UAE’s 5GW AI campus, explore the tech-driven shift in U.S.–Gulf relations, energy security, and global competition with China.
Report

Jackson Hole 2025: Powell Signals Gradual Rate Cuts and a Return to Policy Normalization

At the 2025 Jackson Hole Symposium, Fed Chair Jerome Powell hinted at modest rate cuts while emphasizing a return to a normalized policy framework. He highlighted labor market fragility, tariff-driven inflation risks, and reaffirmed the 2% inflation target.
Report

【Jackson Hole Aftermath】FRB Policy and U.S. Rate Cut Scenarios

Executive SummaryAt the Jackson Hole meeting in August 2025, Federal Reserve Chair Jerome Powell signaled a return to th...
Report

U.S. Rail Mega-Merger: An Economist’s Analysis of Union Pacific’s $85 Billion Bid for Norfolk Southern

Union Pacific’s $85 billion bid to acquire Norfolk Southern could create the first coast-to-coast freight rail network in U.S. history. Explore the economic benefits, competition risks, and regulatory challenges in this in-depth analysis.
Japan

How U.S. Pressure on Semiconductors and Pharmaceuticals Threatens Japan’s Economic Core

The U.S. is targeting Japan’s semiconductor and pharmaceutical sectors with tariffs up to 250%. This report explores the economic fallout, Krugman’s warnings, and how Japan must rethink its industrial and trade strategy to defend its core industries.
Invest

📘 Global Macro Strategy Briefing | Q2 2025

Reallocating Capital Under Structural Geopolitical StressA Strategic Framework Inspired by Ray Dalio1. Strategic Premise...
Report

🌍 U.S.-Africa Trade Tensions in 2025: The Collapse of Preferential Tariffs and Africa’s Strategic Response

As the U.S. ends AGOA preferences and imposes sweeping tariffs, African nations like South Africa and Madagascar face economic disruption. Explore how countries are adapting through negotiations, trade diversification, and multilateral diplomacy.
Invest

U.S. Stocks in a Slowdown Era: What Wealthy Investors Must Watch in Late 2025

U.S. labor data signals slowdown, rate cuts loom, and risks rise. Explore a strategic portfolio playbook tailored for high-net-worth investors in volatile times.
Report

【Economic Report】Summer 2025: U.S. Economy at a Crossroads

The July 2025 U.S. jobs report revealed sharp deceleration in hiring and rising unemployment, fueling expectations for Fed rate cuts by year-end. Explore expert analysis, macroeconomic scenarios, and policy implications in this in-depth report.
Report

The Impact of Immigration Crackdowns on Little Tokyo: Economic, Legal, and Community Responses

Under Trump’s renewed immigration enforcement, Little Tokyo in Los Angeles experiences economic disruption, legal protests, and cultural resistance. A historic neighborhood under stress.
Report

📘 U.S. Interest Rates at a Turning Point: Internal FOMC Divides and the Outlook for Late 2025

Amid growing recession fears and slowing inflation, two Fed governors voted for a rate cut in July 2025. This rare dissent signals a pivotal shift in U.S. monetary policy.